Bonds Analysis & Opinion

Here is the first in what may become a series of financial market oddities brought on by the Federal government’s shutdown and the threat of a debt-ceiling related default.I noted a report that...

Recently the Fed announced that the $85 billion bond purchase by the Treasury will continue. Up until this point the financial news media seemed sure that the Fed would pare back their stimulus...

Bill Gross’s monthly investment outlook is invariably worth reading, and this month is no exception. His writing is engaging as well as insightful, and as the overseer of $2 trillion in assets...

After what can only be described as a miserable summer for the municipal bond market, the muni market came back to life in the second part of September. Really cheap blocks of 5%+ yields became harder...

If you have been reading this blog for long enough, you would understand that I am extremely negative on Treasury Bonds (actually almost all bonds). The view stems from the fact that interest rates...

From the summer lows in June of last year to May of this year, the Junk Bond ETF (JNK) and the S&P 500 moved higher together (see green shaded area below), which, if history is a good guide, was a...

In August Danish investors bought foreign shares and bonds and foreign investors bought Danish shares and bonds. It was mainly euro investors who purchased Danish bonds, while Swiss investors sold...

I’ve received two notes recently on Closed-end Leveraged Muni Bond Funds. Here’s one: David, I have been asked several times about the Blackrock Target Term Municipal Bond Trust...

I wrote that comment Monday evening and stand by it even with the rally in Treasuries Tuesday. The Euphoria in Treasury Bonds (TLT) seems almost giddy given the the many macro and micro indicators to...

Tap auction in SGBi3107. Given the last auction, favourable pricing and this linker bond standing out among the others as being expensive in the repo market, we expect the auction to be well...

The price of Treasuries pushed up higher yesterday once more, despite stock prices falling on more QE tapering fears. This is the 2nd consecutive day this has happened. As it is rare that bonds and...

I really enjoyed answering the “Ask Our Pros” questions at RealMoney. I answered the following on May 11th, 2005, and would add in Jeff Gundlach and Ed Meigs as active managers: Ask Our...

It was interesting to see US10Y prices climbing yesterday even though stock markets traded lower on supposed QE tapering fears. If indeed stock tapering fears were the main driver for...

This was written on July 16, 2004. I republish it now because it cannot be found on RealMoney’s website. If you subscribe to RealMoney, demand that you can see my old posts.Tighter corporate...